James Posnett

James Posnett

Perspective (South East) Limited

Minimum savings/pensions: Over £50,000

0330 038 8941
Based in St-Leonards-on-sea
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Top Rated 2026
Verified since: November, 2024
4.9 out of 5

33 reviews

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  • 21

    Recent Client Reviews

    Verified reviews: 100%

    James has received 21 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 08 June 2026

    An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.

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About

James has over 20 years’ experience as a Financial Planner and is a Certified Financial Planner (CFP). He joined Perspective (South East) Ltd in 2013. He is a member of the Chartered Institute for Securities & Investments (CISI), the Personal Finance Society (PFS) and the Association of Professional Financial Advisers (APFA). He specialises in providing financial advice to private clients, working with clients to assess and manage their investment, pension, protection and tax/estate planning needs. James offers a professional but friendly approach, providing impartial advice to each of his clients based on their individual needs and circumstances.